<div id="readability-page-1"><p>12:50 AM EDT, 05/15/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:</p><p>We lift our 12-month target price to $130 from $100, on higher revised P/E of 43.3 our 2028 EPS, as we see considerable upside to margin expectations, which share performance is typically highly correlated with. We raise our 2026 EPS estimate to $1.20 from $1.05, 2027 to $1.60 from $1.40, and keep 2028 at $3.00 (above consensus). We see considerable upside to both revenue and margin expectations (gross margin now has line of sight to over 50% by 2027/2028 vs. low 40s from the Street's forecast), as the CPU market has tightened as the shift toward greater AI inferencing/AI Agents creates a new growth opportunity for CPUs. Lead times for CPUs have extended considerably, which has also led to an upward bias to pricing that we expect to finally drive healthy gross margin expansion. Also, we expect INTC to capture more foundry orders in 2H as it demonstrates success for its internal products at leading-edge nodes, which will serve as an additional catalyst and bode well for the long-term prospects of the company.</p> <p>MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.</p></div>

英特爾

半導體 ETF - VanEck Vectors

半導體 3 倍做多 - Direxion

費城交易所 半導體 ETF - iShares

標普半導體 ETF - SPDR

2 倍做多 INTC ETF - GraniteShares

<p>CFRA 對英特爾公司維持買入評級，將 12 個月目標價從 100 美元上調至 130 美元。該公司將 2026 年的每股收益預期提高至 1.20 美元，2027 年提高至 1.60 美元，理由是受到人工智能需求和延長的 CPU 交貨時間推動，強勁的收入和利潤增長潛力。預計到 2027/2028 年，毛利率將超過 50%，並預計下半年將有更多的代工訂單</p>

Research Alert: CFRA Maintains Buy Opinion On Shares Of Intel Corporation

- CFRA 將 12 個月目標價從 $100 提升至 $130，主要基於 2028 年 EPS 預期。  
- 同時將 2026 年 EPS 預估上調至 $1.20，2027 年至 $1.60，2028 年保持 $3.00。  
- 預計 CPU 市場將因 AI 的發展而帶來新的增長機會，推高毛利率。

研究警報：CFRA 維持對英特爾公司股票的買入評級